GS
MYD

Girard Securities’s BlackRock MuniYield Fund MYD Stock Holding History

Girard Securities’s Portfolio MYD Stock Details MYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-22,686
Closed -$338K – 149
2017
Q2 		$338K Sell
22,686
-3,325
-13% -$49.4K 0.25% 98
2017
Q1 		$374K Sell
26,011
-7,937
-23% -$114K 0.32% 84
2016
Q4 		$480K Sell
33,948
-10,867
-24% -$157K 0.42% 69
2016
Q3 		$712K Buy
44,815
+3,139
+8% +$50.2K 0.73% 35
2016
Q2 		$667K Buy
41,676
+8,322
+25% +$131K 0.61% 45
2016
Q1 		$516K Buy
33,354
+4,764
+17% +$72.7K 0.51% 57
2015
Q4 		$424K Buy
+28,590
New +$415K 0.42% 65

Other funds holding MYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Girard Securities's MYD Position: Q3 2017 in Review

Girard Securities sold out of BlackRock MuniYield Fund (MYD) in Q3 2017, closing a stake of 22,686 shares — an estimated $338K sold.

Girard Securities first reported a position in MYD in Q4 2015 and held it in 7 quarters. The position peaked at $712K in Q3 2016. 53 funds tracked by Wall St. Rank hold MYD as of Q3 2017.

  • Girard Securities reported no remaining BlackRock MuniYield Fund position as of Q3 2017 after selling out during the quarter.
  • Girard Securities sold 22,686 BlackRock MuniYield Fund shares in Q3 2017, an estimated $338K.
  • Girard Securities first reported a position in BlackRock MuniYield Fund in Q4 2015 and held it in 7 quarters.
  • Girard Securities's BlackRock MuniYield Fund position peaked at $712K in Q3 2016.
  • 53 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.